Compare Axis ELSS Tax Saver Direct Plan Growth vs Aditya Birla Sun Life ELSS Tax Saver Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Axis ELSS Tax Saver Direct Plan GrowthEquity
ELSS
1.0
Aditya Birla Sun Life ELSS Tax Saver Direct GrowthEquity
ELSS
1.0
Add a fund

Axis ELSS Tax Saver Direct Plan Growth

(34.5%)

Aditya Birla Sun Life ELSS Tax Saver Direct Growth

(35.1%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹500
-
Expense Ratio
0.77%
0.91%
-
NAV
₹110.2 (11-Oct-2024)
₹67.4 (11-Oct-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹39,253Cr
₹17,102Cr
-
Exit Load
Nil
Nil
-

Returns

1Y
34.5%
35.1%
-
3Y
9.1%
13.0%
-
5Y
16.9%
16.2%
-

Pros & Cons

Pros
1.Exit load is zero2.Lower expense ratio: 0.77%3.10Y annualised returns higher than category average by 0.24%
1.Exit load is zero2.Lower expense ratio: 0.91%
-

Cons
1.Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y2.Lock-in period: 3Y3.Low rating: 1
1.Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Lock-in period: 3Y3.Low rating: 1
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
6.1%
Torrent Power Ltd.
5.3%
Bajaj Finance Ltd.
4.4%
Tata Consultancy Services Ltd.
3.8%
Avenue Supermarts Ltd.
3.4%
Bharti Airtel Ltd.
3.3%
ICICI Bank Ltd.
3.3%
Divi's Laboratories Ltd.
2.8%
Cholamandalam Investment and Finance Company Ltd.
2.3%
Mahindra & Mahindra Ltd.
2.2%
Name
Assets
ICICI Bank Ltd.
6.8%
HDFC Bank Ltd.
5.2%
Infosys Ltd.
4.9%
Reliance Industries Ltd.
4.6%
Larsen & Toubro Ltd.
4.5%
Bharti Airtel Ltd.
3.1%
Fortis Healthcare Ltd.
3.0%
TVS Holdings Ltd.
2.5%
Axis Bank Ltd.
2.4%
Honeywell Automation India Ltd.
2.3%
-

Fund Manager

Name
Shreyash Devalkar
Atul Penkar
-
Education
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Mr.Penkar is a B.E. (Mechanical) and an MMS.
-
Experience
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Prior to joining Aditya Birla Sun Life AMC, he was with Emkay Shares & Stock Brokers Ltd.
-

About Fund

Description
Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.
Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.
-
Launch Date
04 Sep 2009
23 Dec 1994
-
Custodian
Deutsche Bank
Citibank NA
-
Registrar & Transfer Agent
KFin Tech
Cams
-

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